| LHX |
Report |
Revenue |
IN-LINE |
pred ~$5.86B vs. cons $5.825B |
MEDIUM |
| LHX |
Report |
GAAP diluted EPS |
BEAT |
pred ~$2.84 vs. cons $2.802 |
MEDIUM |
| LHX |
Report |
Organic growth |
BEAT |
pred ~7.8% vs. cons 7.44% |
MEDIUM |
| LHX |
Guide |
FY26 Revenue |
LOWER |
guide ~$23.0-23.5B vs. cons $23.606B |
MEDIUM |
| LHX |
Guide |
FY26 GAAP diluted EPS |
UNCHANGED |
guide ~$11.40-11.60 vs. cons $11.594 |
MEDIUM |
| LHX |
Guide |
FY26 FCF |
BETTER |
guide ~$3.0B vs. cons $2.940B |
MEDIUM |
| LHX |
Guide |
Demand / MAC commentary (FY26) |
UNCHANGED |
reiterate demand; no material MAC conversion; cons UNVERIFIED |
LOW |
| LHX |
Return |
Day-1 residual (stock − beta × S&P 500) |
-0.5% |
— |
LOW |
| LHX |
Return |
5-day cumulative residual |
-4.5% (FOLLOW-THROUGH) |
FOLLOW-THROUGH — maintained FY sales guide implies an H2 revenue shortfall versus consensus |
LOW |